WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.87M
3
+$1.67M
4
BLK icon
Blackrock
BLK
+$522K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$473K

Top Sells

1
+$2.84M
2
+$2.45M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$860K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$53K 0.01%
2,264
+234
377
$52K ﹤0.01%
826
-1,317
378
$52K ﹤0.01%
837
-207
379
$52K ﹤0.01%
1,024
380
$52K ﹤0.01%
1,264
+128
381
$52K ﹤0.01%
1,458
+487
382
$52K ﹤0.01%
500
383
$51K ﹤0.01%
1,270
384
$50K ﹤0.01%
765
385
$50K ﹤0.01%
1,284
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386
$50K ﹤0.01%
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387
$50K ﹤0.01%
322
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388
$50K ﹤0.01%
382
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389
$49K ﹤0.01%
1,195
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390
$49K ﹤0.01%
490
391
$49K ﹤0.01%
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1,150
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393
$49K ﹤0.01%
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394
$48K ﹤0.01%
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395
$47K ﹤0.01%
451
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396
$47K ﹤0.01%
1,080
397
$46K ﹤0.01%
972
+74
398
$46K ﹤0.01%
1,074
+25
399
$46K ﹤0.01%
456
400
$45K ﹤0.01%
620
14 15
16
17 18